Gray Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,920	Closed	-$640K	–	42
2024 Q4	$640K	Buy	6,920 +4,489	+185%	+$415K	0.38%	21
2024 Q3	$239K	Hold	2,431	–	–	0.14%	35
2024 Q2	$228K	Hold	2,431	–	–	0.15%	33
2024 Q1	$230K	Buy	+2,431	New	+$230K	0.15%	33